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Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 48.0% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 27th, inventory was at 731 thousand (7-day average), compared to 725 thousand the prior week. This is the highest level of inventory since May 2020.
Also on the site The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. (abnormalreturns.com) Top clicks this week On the strange math of stock returns. (fortunesandfrictions.com) Investors have won the war on fees. Then there's risk. (wealthmanagement.com) Supplementing with magnesium?
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver of change.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
The headline jobs number in the September employment report was well above expectations, and July and August payrolls were revised up by 72,000 combined. The participation rate was unchanged, the employment population ratio increased, and the unemployment rate decreased to 4.1%. Construction employment increased 25 thousand and is now 688 thousand above the pre-pandemic level.
Alpha Can skewness help identify outperforming mutual funds? (alphaarchitect.com) Is having tomorrow's newspaper today sufficient to make for profitable trades? (papers.ssrn.com) A historical estimate of private equity alpha. (papers.ssrn.com) Bonds Treasury market liquidity is centered around month-end. (libertystreeteconomics.newyorkfed.org) What happens when the stock-bond correlation declines.
Alpha Can skewness help identify outperforming mutual funds? (alphaarchitect.com) Is having tomorrow's newspaper today sufficient to make for profitable trades? (papers.ssrn.com) A historical estimate of private equity alpha. (papers.ssrn.com) Bonds Treasury market liquidity is centered around month-end. (libertystreeteconomics.newyorkfed.org) What happens when the stock-bond correlation declines.
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives).
From the BLS: Employment Situation Total nonfarm payroll employment increased by 254,000 in September , and the unemployment rate changed little at 4.1 percent, the U.S. Bureau of Labor Statistics reported today. Employment continued to trend up in food services and drinking places, health care, government, social assistance, and construction. The change in total nonfarm payroll employment for July was revised up by 55,000, from +89,000 to +144,000, and the change for August was revised up by 17
Listening Why chat podcasts rule the industry. (wired.com) CEOs are increasingly going on (and hosting) podcasts. (ft.com) Would you listen to a AI-generated podcast discussion? (tomtunguz.com) Economy Tyler Cowen talks with Kyla Scanlon author of "In This Economy? How Money & Markets Really Work." (conversationswithtyler.com) Joe Weisenthal and Tracy Alloway talk with Kevin Brady about the coming expiration of the TCJA.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q2 2024 (just released).
The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.
Markets The U.S. is roughly 50% of global market cap. (apolloacademy.com) Are small cap stocks declining in quality? (advisorperspectives.com) Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. (downtownjoshbrown.com) Eli Lilly Can Eli Lilly ($LLY) avoid the boom/bust cycle of other pharma companies?
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been abl
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 34.0% YoY, but still down 23.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 31.9% YoY.
Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com) Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com) Khe Hy talks about the pros and cons of cashing out in a company IPO with Rick Foerster. (youtube.com) Dan Haylett talks about the evolution of the 4% safe withdrawal rate with Bill Bengen.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies? As it turns out, it depends on where you look… Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 143,000 Jobs in September; Annual Pay was Up 4.7% Private sector employment increased by 143,000 jobs in September and annual pay was up 4.7 percent year-over-year, according to the September ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Autos What the NHTSA is doing for pedestrian safety. (fastcompany.com) Hacking a Kia is surprisingly simple. (wired.com) Why thieves are not targeting EVs. (axios.com) Keeping a Tesla ($TSLA) Cybertruck clean isn't easy. (wsj.com) Transport Are blended-wing aircraft the future of travel? (ft.com) What freight moves by rail in the U.S. (visualcapitalist.com) Nuclear A nuclear revival can thank the AI boom.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career.
From the Census Bureau reported that overall construction spending decreased: Construction spending during August 2024 was estimated at a seasonally adjusted annual rate of $2,131.9 billion, 0.1 percent below the revised July estimate of $2,133.9 billion. The August figure is 4.1 percent above the August 2023 estimate of $2,047.4 billion. emphasis added Private spending decreased and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1,642.2
Markets The China stock market rally is very broad. (sherwood.news) China's stock market is on board with economic stimulus. (axios.com) The China stock market rally has gotten U.S. ETF investor attention. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) 42% of the Russell 2000 companies have negative earnings.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
We emptied the inbox this week covering other questions about getting your CFA designation, the types of bonds you should own in retirement, how pensions fit into a retirement plan, how to spend more money, teaching your kids about money, becoming a landlord, using a HELOC as an emergency fund, how analysts rate stocks and adding international exposure to your portfolio.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the September 2024 seasonally adjusted annual sales rate (SAAR) of 477 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
ETFs The hunt is on for good ETF tickers. (bloomberg.com) Fidelity is converting two muni bond funds into ETFs. (advisorhub.com) Will investors go for PE replication ETFs? (ft.com) Finance Just how big is private credit? (marketwatch.com) What Vanguard's new CEO has on tap. (barrons.com) Venture capital Why don't more VCs give back capital? (spyglass.org) How the VC industry could bifurcate.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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